I Can Feel A Stimulus Coming On

Apologies to those who didn’t grow up in the Eastern states. Matt tells me that he’s never heard the advertising jingle I can feel a XXXX coming on. It works for me though, I get the feeling the Chinese are working on something big. The Chinese economy is being buffeted by two unrelated winds. The first is Europe’s woes and the second is an inert US economy. Both are proving a serious drag on China’s export growth. Export and import growth have slowed dramatically and net exports are expected to contribute less than 3% of GDP this year, down...

Apologies to those who didn’t grow up in the Eastern states. Matt tells me that he’s never heard the advertising jingle I can feel a XXXX coming on. It works for me though, I get the feeling the Chinese are working on something big.

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